Investors Upstreambio Com

Upstream Bio SEC Filings Extractor

This skill extracts SEC filing data from the Upstream Bio investor relations website (investors.upstreambio.com).

Features

• List SEC Filings: Retrieve a list of all SEC filings with optional filtering by filing type
• Get Filing Details: Extract detailed information about a specific SEC filing
• Search Filings: Search filings by keyword or phrase

Usage

List All SEC Filings

result = await execute({
    "function": "list_sec_filings"
})

Returns a list of all available SEC filings with metadata.

Filter by Filing Type

result = await execute({
    "function": "list_sec_filings",
    "filing_type": "S-1",  # or "10-K", "8-K", "s-1a", etc.
    "limit": 10
})

Get Specific Filing Details

result = await execute({
    "function": "get_sec_filing_detail",
    "filing_type": "s-1a",
    "accession_number": "0001193125-24-233296"
})

Returns detailed information including document links and filing metadata.

Search Filings

result = await execute({
    "function": "search_filings",
    "query": "registration",
    "limit": 5
})

Common SEC Filing Types

• S-1, S-1A: Registration statements
• 10-K: Annual reports
• 10-Q: Quarterly reports
• 8-K: Current reports
• 4: Insider trading reports
• DEF 14A: Proxy statements

Technical Details

Access Method

The skill uses Playwright browser automation with stealth configuration to bypass:

• Cloudflare protection
• Bot detection mechanisms
• JavaScript-rendered content

Data Extraction

The extractor parses HTML tables on the investor relations page to extract:

• Filing type
• Filing date
• Description
• Document links

Return Format

All functions return a dictionary with:

• error: Error message if any, or None on success
• filings: List of filing objects (for list/search functions)
• documents: List of document links (for detail function)
• total: Count of results
• Additional metadata as applicable

Limitations

• Requires browser automation, which is slower than direct API calls
• May experience intermittent failures due to Cloudflare protection
• Requires proper browser initialization (handled automatically)
• Network timeouts may occur (handled with retries)

Error Handling

The skill includes:

• Automatic retry logic (up to 3 attempts)
• Proper browser cleanup after each request
• Detailed error messages for troubleshooting
• Graceful handling of network issues

Probe URLs

• SEC filings list: https://investors.upstreambio.com/financial-information/sec-filings
• Filing detail example: https://investors.upstreambio.com/sec-filings/sec-filing/s-1a/0001193125-24-233296/

Platform Information

• CMS: Drupal
• IR Platform: Custom investor relations site
• Protection: Cloudflare
• Rendering: JavaScript-required for table data